Send Document via SMS Bot

Automate routine tasks and streamline your document workflows. Share completed documents with customers via SMS using the Send Document via SMS Bot.

What the Bot does

The Bot sends an SMS with a link to download your document based on the ‘if-this-then-that’ conditions you’ve set.

When to use

Install and configure the Bot to archive invoices, contracts, and other documents and send them to recipients via SMS.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 83 Templates
Used in 64 Workspaces
Installed 289 times in the last 30 days
97% success rate

4.8 out of 5

(24 votes)

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Get your automated workflows up and running in minutes with the Send Document via SMS Bot. No coding required.

Use your existing contacts by selecting them from the address book

Configure Bot settings

Start by creating a .zip archive name for the document you want to export. Then, select the documents you intend to include in the archive and enter phone numbers for recipients. Add a password to protect your documents if necessary.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, select all fields and tell the Bot to send a document once every fillable field has been completed.

View the Bots log or use tags to check if the Bot ran successfully

Get your messages sent

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, selected contacts will receive a download link to a .zip archive with the completed document.